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HelpLane + Stripe Integration

Access complete billing information and take action on subscriptions without leaving your support inbox. View payments, manage subscriptions, and issue refunds in one place.

Stripe Integration | HelpLane logo

What you can do with Stripe

View Customer Subscriptions

See all customer subscriptions including status, billing period, product details, and amounts directly in the conversation sidebar.

Recent Invoices

Access the customer's recent invoices with status, amounts, and direct links to invoice PDFs.

Payment History

View recent payment intents including amounts, status, and receipt URLs for quick reference.

Create Invoices

Send one-off invoices to customers for custom charges, consulting fees, or any ad-hoc billing directly from the conversation.

Issue Refunds

Process full or partial refunds for payments without switching to the Stripe dashboard.

Customer Portal Access

Generate Stripe Customer Portal links so customers can manage their own billing details and subscriptions.

Use Cases

Billing Support

When a customer asks about their subscription or payment, see their complete billing history instantly. No more asking customers to look up invoice numbers or switching to Stripe.

One-off Charges

Easily invoice customers for custom work, consulting fees, or any ad-hoc charges. Just enter the amount and description - the invoice is sent automatically.

Payment Troubleshooting

When a customer reports a payment issue, view their recent payment intents to quickly identify failed charges or processing errors.

Easy Setup

1

Get Your Stripe API Key

In your Stripe Dashboard, create a restricted API key with access to customers, subscriptions, invoices, payment intents, and refunds.

2

Add the Integration in HelpLane

Go to Settings > Integrations > Apps and add Stripe. Enter your API key.

3

Match Customers by Email

HelpLane automatically matches conversations to Stripe customers using their email address.

4

Access Billing Data

Open any conversation to see the customer's Stripe data in the sidebar. Take billing actions without leaving HelpLane.

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